Houston Friend
Financial Planner/Tax Professional at
Redeem Wealth
Years of Experience
9 years
Number of Clients
250
Average Client Size
$500,000
Member Since
2022
Allow Me to Introduce Myself
Clientele
Services Provided
Tax Planning
Estate Planning Strategies
Financial Planning
Retirement Planning
Specialties and Expertise
Credentials and Designations
Enrolled Agent
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Series 65 - Uniform Investment Adviser Law Exam
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Pricing Models
Education
Arizona Christian University, baccalaureate university affiliated with the Conservative Baptist Association of America in Phoenix
Secondary Education, Highly Qualified in English Language Arts
Obtained in 2012
Previous Work Experience
Redeem Wealth
Co-Owner & Financial Planner
2021 - Present
Personal Capital
Vice President Financial Advisor
2020 - 2021
Edelman Financial Engines
Investment Advisor
2018 - 2020
Fidelity Investments
Financial Representative
2016 - 2018
Advisor Links
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